--- title: "Connect Pipeliner and DialMyCalls - APIANT.ai" description: "When \"New account\" fires in Pipeliner, your agent runs \"Add a Contact\" in DialMyCalls, or \"New Contact\" in DialMyCalls to \"Add contact\" in Pipeliner." canonical: "https://apiant.ai/connect/pipeliner-to-dialmycalls" --- # Connect Pipeliner and DialMyCalls When **New account** fires in [Pipeliner](https://apiant.ai/connections/pipeliner), your agent runs **Add a Contact** in [DialMyCalls](https://apiant.ai/connections/dialmycalls), or **New Contact** in DialMyCalls to **Add contact** in Pipeliner. Describe the whole flow and it is built, tested on every scenario and kept running. Pipeliner **5** triggers Pipeliner **18** actions DialMyCalls **2** triggers DialMyCalls **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipeliner and DialMyCalls to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Pipeliner and DialMyCalls can do together ### From Pipeliner to DialMyCalls - When **New account** in Pipeliner then **Add a Contact** in DialMyCalls - When **New contact** in Pipeliner then **Update a Contact** in DialMyCalls ### From DialMyCalls to Pipeliner - When **New Contact** in DialMyCalls then **Add contact** in Pipeliner - When **List Incoming Texts** in DialMyCalls then **Add lead** in Pipeliner Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Pipeliner and DialMyCalls ## Triggers and actions 7 triggers ยท 39 actions - Trigger **New account** Fires when a new Account is created in Pipeliner. - Trigger **New contact** Fires when a new Contact is created in Pipeliner. - Trigger **New lead** Fires when a new Lead is created in Pipeliner. - Trigger **New opportunity** Fires when a new Opportunity is created in Pipeliner. - Trigger **Updated opportunity** Fires when an Opportunity is updated in Pipeliner. - Action **Add account** Adds a new account - Action **Add contact** Create a new Contact record. - Action **Add lead** Create a new Lead record. - Action **Add note** Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner. - Action **Add opportunity** Create a new Opportunity record. - Action **Add product** Create a new Product record. - Action **Delete account** Deletes a Pipeliner account by its id. - Action **Delete contact** Remove Contact with given id. - Action **Find accounts by name** Returns up to 30 accounts whose name matches the specified name. - Action **Find contacts by email** Returns up to 30 contacts whose primary email matches the specified email. - Action **Get account** Retrieves a single account by its id. - Action **Get contact** Return Contact with given id. - Action **Get lead** Return Lead with given id. - Action **Get opportunity** Return Opportunity with given id. - Action **Update account** Update an existing Account record. - Action **Update contact** Update an existing Contact record. - Action **Update lead** Update an existing Lead record. - Action **Update opportunity** Update an existing Opportunity record. - Trigger **List Incoming Texts** Triggers when a new text message comes in to your DialMyCalls number. - Trigger **New Contact** Triggered when a new contact is added to your DialMyCalls address book. - Action **Add a Contact** Adds a contact to your DialMyCalls account, optionally placing them in one or more groups. - Action **Add a Group** Creates a new contact group in your DialMyCalls account. - Action **Add a Recording (From Phone Call)** Creates a recording by having DialMyCalls call a phone number so the person can record the message over the phone. - Action **Add a Recording (From URL)** Creates a recording in DialMyCalls from an MP3 or WAV sound file at a web address you supply. - Action **Add a Recording (Text-to-Speech)** Creates a recording in DialMyCalls by turning text you supply into a spoken message, in the voice and language you choose. - Action **Delete a Contact** Deletes a contact from your DialMyCalls account. - Action **Delete a Group** Deletes a contact group from your DialMyCalls account. - Action **Delete a Recording** Deletes a recording from your DialMyCalls account. - Action **Get a Contact** Returns one contact from your DialMyCalls address book, including their name, phone number, email and the groups they belong to. - Action **Get a Group** Returns one contact group from your DialMyCalls account, including its name and how many contacts are in it. - Action **Get an Incoming Text** Returns one text message that came in to your DialMyCalls number, including who it came from and the message body. - Action **Get a Recording** Returns one recording from your DialMyCalls account, including its name, length and the web address of its sound file. - Action **List Call Broadcasts** Returns all the call broadcasts in your DialMyCalls account. - Action **List Caller IDs** Returns all the caller IDs on your DialMyCalls account, including whether each one has been verified. - Action **List Contacts** Returns all the contacts in your DialMyCalls address book, with their names, phone numbers and email addresses. - Action **List Groups** Returns all the contact groups in your DialMyCalls account, with each group's name and contact count. - Action **List Recordings** Returns all the recordings in your DialMyCalls account, with each recording's name, length and sound file address. - Action **List Text Broadcasts** Returns all the text broadcasts in your DialMyCalls account, with each one's message, recipient count and send time. - Action **Update a Contact** Updates a contact in your DialMyCalls address book. Fields you leave blank are left as they are. - Action **Update a Group** Renames a contact group in your DialMyCalls account. - Action **Update a Recording** Renames a recording in your DialMyCalls account. ## Each app on its own - [ **Pipeliner** CRM software with a visual drag-and-drop sales pipeline, deal tracking, and AI-assisted email, forecasting...](https://apiant.ai/connections/pipeliner) - [ **DialMyCalls** DialMyCalls provides calling and texting to customers around the world.](https://apiant.ai/connections/dialmycalls) Reviews ## What our customers say ## More from Pipeliner - [ **Pipeliner to Tomorrow.io** Weather API providing real-time conditions, 14-day forecasts, and up to 20 years of historical weather data.](https://apiant.ai/connect/pipeliner-to-tomorrow-io) - [ **Pipeliner to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipeliner-to-salesforce) - [ **Pipeliner to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pipeliner-to-slack) - [ **Pipeliner to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/pipeliner-to-google-sheets) - [ **Pipeliner to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pipeliner-to-stripe) - [ **Pipeliner to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipeliner-to-shopify) ## More into DialMyCalls - [ **ActiveCampaign to DialMyCalls** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-dialmycalls) - [ **Airtable to DialMyCalls** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-dialmycalls) - [ **Asana to DialMyCalls** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-dialmycalls) - [ **ClickUp to DialMyCalls** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-dialmycalls) - [ **Brevo to DialMyCalls** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-dialmycalls) - [ **Calendly to DialMyCalls** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-dialmycalls) Questions ## Pipeliner and DialMyCalls, answered ### ### What can start an automation from Pipeliner? Any of Pipeliner's 5 triggers in the catalog, including New account, New contact, New lead and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DialMyCalls when something happens in Pipeliner? Any of DialMyCalls's 21 actions, including Update a Contact, Update a Group, Update a Recording and Add a Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DialMyCalls to Pipeliner? Yes. When something happens in DialMyCalls, your agent can act in Pipeliner too. This page covers both directions: DialMyCalls's triggers and Pipeliner's actions are listed here as well. ### ### Do I have to build a connector for Pipeliner or DialMyCalls? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Pipeliner and DialMyCalls without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.